SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$10.9M
3
+$9.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.88M
5
ZSL icon
ProShares UltraShort Silver
ZSL
+$8.57M

Top Sells

1
+$20.5M
2
+$14.7M
3
+$13.7M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.5M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.06M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.06%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1K ﹤0.01%
9
2352
$1K ﹤0.01%
+100
2353
$1K ﹤0.01%
21
2354
$1K ﹤0.01%
+103
2355
$1K ﹤0.01%
126
2356
$1K ﹤0.01%
130
-24
2357
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13
2358
$1K ﹤0.01%
29
-1
2359
$1K ﹤0.01%
2,000
2360
$1K ﹤0.01%
24
2361
$1K ﹤0.01%
28
2362
$1K ﹤0.01%
38
2363
$1K ﹤0.01%
122
2364
$1K ﹤0.01%
21
-92
2365
$1K ﹤0.01%
7
2366
$1K ﹤0.01%
+12
2367
$1K ﹤0.01%
162
+17
2368
$1K ﹤0.01%
+64
2369
$1K ﹤0.01%
20
2370
$1K ﹤0.01%
16
2371
$1K ﹤0.01%
4
-7
2372
$1K ﹤0.01%
7
2373
$1K ﹤0.01%
8
-4
2374
$1K ﹤0.01%
12
2375
$1K ﹤0.01%
18
-11
93 94
95
96 97